Accounts Receivable Invoicing Create a Miscellaneous Invoice-Accounts Receivable
How to Create a Miscellaneous Invoice - Accounts Receivable
Navigate to the Accounts Receivable/Invoicing menu option from the main application menu tree. A blank Invoice form will be displayed. The User will need to populate all required fields on the form before being able to post the Miscellaneous Invoice to the customer account.
A User may invoice the customer for items only, parts only or a combination of items and parts. If your company is using stock tracking and parts are listed on the invoice, the inventory will be relieved from the warehouse selected in the header of the invoice.
1. Fill in the Invoice Header – Fill in the necessary fields of the invoice header as described in Miscellaneous Invoice Form Definitions.
2. Invoice Body - Select Items and/or Parts – If invoicing the customer for Items, select the item and enter the quantity and rate. If the Item selected is for a recurring type of service, a form will be displayed to enter the period of time for which the Item is being invoiced along with the monthly rate. Continue to the next Item line for additional Items being invoiced.
If invoicing the customer for Parts, navigate to the Parts tab and either type in the exact part number or press the part search button located to the right of the Part field. Enter the quantities and rates. Continue to the next Part line for additional Parts being invoiced.
3. Invoice Footer – Select the Invoice Description from the drop-down list. The Contact Name field is optional. If a name is manually typed into this field or a Contact Name is selected from the drop-down list, this name will print on the customer invoice. In the Memo field the User may type up to 256 characters of information that will print on the customer invoice.